GSB Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-517
| Closed | -$262K | – | 238 |
|
|
2024
Q4 | $262K | Buy |
517
+6
| +1% | +$3.04K | 0.07% | 189 |
|
|
2024
Q3 | $299K | Hold |
511
| – | – | 0.08% | 180 |
|
|
2024
Q2 | $260K | Buy |
511
+1
| +0.2% | +$509 | 0.07% | 192 |
|
|
2024
Q1 | $253K | Sell |
510
-17
| -3% | -$8.42K | 0.07% | 190 |
|
|
2023
Q4 | $278K | Hold |
527
| – | – | 0.09% | 174 |
|
|
2023
Q3 | $266K | Buy |
527
+88
| +20% | +$44.4K | 0.09% | 163 |
|
|
2023
Q2 | $211K | Buy |
+439
| New | +$211K | 0.07% | 199 |
|
|
2022
Q3 | – | Sell |
-464
| Closed | -$238K | – | 203 |
|
|
2022
Q2 | $238K | Hold |
464
| – | – | 0.08% | 192 |
|
|
2022
Q1 | $237K | Hold |
464
| – | – | 0.07% | 202 |
|
|
2021
Q4 | $233K | Buy |
+464
| New | +$233K | 0.07% | 208 |
|